WEDGE CAPITAL MANAGEMENT L L P/NC Q1 2021 Filing

Filed April 12, 2021

Portfolio Value

$8.4B

Holdings

528

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (528 positions)

StockValue
KMBKimberly-Clark Corporation
$32.5M
CPBCampbell Soup Company
$32.5M
XRAYDENTSPLY SIRONA, Inc.
$32.5M
EBAeBay Inc.
$32.3M
LNCLincoln National Corporation
$32.2M
MCKMcKesson Corporation
$32.1M
JNJJohnson & Johnson
$32.1M
BKBank of New York Mellon Corporation
$32.0M
AERAerCap Holdings NV
$31.9M
METMetLife, Inc.
$31.8M
UTHUnited Therapeutics Corporation
$31.7M
ABBVAbbVie, Inc.
$31.7M
KHCKraft Heinz Company
$31.6M
BCBrunswick Corporation
$31.6M
A4SAmeriprise Financial, Inc.
$31.5M
W3UWestern Union Company
$31.5M
VOYAVoya Financial, Inc.
$31.5M
THSTreeHouse Foods, Inc.
$31.4M
AMGNAmgen Inc.
$31.3M
EQHEquitable Holdings, Inc.
$31.2M
GILDGilead Sciences, Inc.
$31.2M
PIIPolaris Inc.
$31.1M
TPDTempur Sealy International Inc
$31.1M
HSICHenry Schein, Inc.
$31.1M
RFRegions Financial Corporation
$30.9M
CFGCitizens Financial Group, Inc.
$30.8M
TRVCCitigroup Inc.
$30.7M
DVADaVita Inc.
$30.6M
NYCBEURNew York Community Bancorp, Inc.
$30.6M
SYFSynchrony Financial
$30.6M
LNGCheniere Energy, Inc.
$30.4M
PG4Principal Financial Group, Inc.
$30.3M
THOThor Industries, Inc.
$30.1M
PRUPrudential Financial, Inc.
$30.1M
KEYKeyCorp
$30.0M
BYDBoyd Gaming Corporation
$29.8M
ULUnilever PLC Sponsored ADR
$29.4M
DFSEURDiscover Financial Services
$29.4M
SPXCSPX Corporation
$28.8M
HOLXHologic, Inc.
$28.8M
AVBAvalonBay Communities, Inc.
$28.3M
EQTEQT Corporation
$27.2M
PBProsperity Bancshares, Inc.
$26.3M
EPREPR Properties
$26.1M
CDPCorporate Office Properties Trust
$26.1M
MODVQModivCare Inc.
$25.0M
ENSEnerSys
$24.0M
AYIAcuity Brands, Inc.
$22.4M
MRVLMarvell Technology Group Ltd.
$21.4M
TCFTCF Financial Corporation
$21.0M
HELEHelen of Troy Limited
$21.0M
SNASnap-on Incorporated
$20.8M
SAICScience Applications International Corp.
$20.6M
NWENorthWestern Corporation
$20.2M
CR1USDCrane Co.
$20.1M
URIUnited Rentals, Inc.
$19.9M
JECUSDJacobs Engineering Group Inc.
$19.9M
THGHanover Insurance Group, Inc.
$19.9M
AGCOAGCO Corporation
$19.8M
PHParker-Hannifin Corporation
$19.8M
EMEEMCOR Group, Inc.
$19.8M
UPLDUpland Software, Inc.
$19.7M
LEALear Corporation
$19.5M
EMREmerson Electric Co.
$19.5M
ALKAlaska Air Group, Inc.
$19.4M
SLMSLM Corp
$19.2M
MASMasco Corporation
$19.0M
CMICummins Inc.
$19.0M
PFGCPerformance Food Group Company
$18.8M
VACMarriott Vacations Worldwide Corporation
$18.8M
NMIHNMI Holdings, Inc. Class A
$18.7M
BWABorgWarner Inc.
$18.6M
TKRTimken Company
$18.3M
GNTXGentex Corporation
$18.2M
PAHUSDElement Solutions Inc
$18.2M
ALVAutoliv Inc.
$17.8M
FULH.B. Fuller Company
$17.7M
ALSNAllison Transmission Holdings, Inc.
$17.1M
BRK/BBerkshire Hathaway Inc. Class B
$16.8M
APTVAptiv PLC
$16.6M
MEIMethode Electronics, Inc.
$16.2M
Argo Group International Holdings, Ltd.
$16.2M
AMTAmerican Tower Corporation
$15.8M
OGEOGE Energy Corp.
$15.1M
CNPCenterPoint Energy, Inc.
$15.0M
BACVerizon Communications Inc.
$14.9M
DDominion Energy Inc
$14.8M
DFINDonnelley Financial Solutions, Inc.
$14.8M
MODModine Manufacturing Company
$14.7M
PLABPhotronics, Inc.
$14.7M
NINiSource Inc
$14.7M
BECNUSDBeacon Roofing Supply, Inc.
$14.6M
K6BKBR, Inc.
$14.6M
PEGPublic Service Enterprise Group Inc
$14.6M
PEOExelon Corporation
$14.4M
TMUST-Mobile US, Inc.
$14.3M
MFS1EURWelbilt Inc
$14.0M
IEIInsight Enterprises, Inc.
$13.5M
CNDTConduent, Inc.
$13.4M
LUMNLumen Technologies, Inc.
$13.3M
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